A 3-day webinar series (2 and a half hours per day) teaching 7.5 hours of vital QuickBooks information specifically for non-profit organizations. From basic topics such as Setting Up Correct Accounts; Entering Your Programs; and Adding Your Annual Budget to more advanced topics such as Entering Donations and Grants; Essential Reports for the Board/Auditor; and Printing Personalized Donor Thank You Letters Directly from QuickBooks, Gregg covers all the bases. This training is for users of the Online version of QuickBooks.

NAO Members get a discount on this webinar series by using the discount code in the Member Dashboard. You must be logged in to view this page.

To register, you will be re-directed to QuickBooks Made Easy's website. If you have any questions, contact [email protected].

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[accordion-item title="Day 1" info="November 4"]

The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2024 as well as advanced topics including:

• Welcome to QuickBooks – The different choices and which version is right for you.
• What’s new in version 2024 that you may need.
• Getting used to the screens and navigating around.
• A lesson in accounting QuickBooks style!
• Setting up the correct Accounts.
• Entering Your Programs.
• Adding Your Annual Budget.
• Cutting and Pasting from Excel into QuickBooks
• Entering Your Donors, Members or Students.
• Topics are subject to change.

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[accordion-item title="Day 2" info="November 5"]

The material will walk through how to set up and enter the most common transactions that nonprofits need to make:

• Entering Your Income – Two Methods.
• Entering Donations and Grants.
• Entering Membership Dues and Tuition.
• Entering Program Service Revenue.
• How to get the most out of Items (products/service).
• Entering and Paying Bills.
• Spreading Costs to Programs/Grants.
• Essential Reports for the Board/Auditor.
• Attaching Scan Documents for free.
• Topics are subject to change.

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[accordion-item title="Day 3" info="November 6"]

This section will cover advanced material to really help you do some helpful and amazing things:

• Entering Credit Card activity.
• Entering Payroll.
• Tracking Restricted Grants.
• Tracking Special Fundraising Events.
• Printing personalized Donor Thank-You Letters directly from QuickBooks®.
• Generating year-end Donor-Acknowledgements.
• Recording In-Kind Contributions.
• Advanced method of Auto-Allocating Expenses to Programs/Grants.
• And More!
• Topics are subject to change.

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Date & Time

November 4-6, 2025
11:00 a.m. – 1:30 p.m. PST / 2:00 p.m. – 4:30 p.m. EST

Cost

Full 3-Session Series
$229 for NAO Members
$299 for Nonmembers

Individual Session
$109 for NAO Members
$149 for Nonmembers